David Lerner Associates Newsroom

Featured Story

28 Dec 2020 -

Since the coronavirus showed up on the scene earlier this year things have become quite serious for many small business owners.

David Lerner Associates News

23 Dec 2015 - With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.
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Planning Can Improve Your Financial Future

18 Jan 2021 -

Regardless of who holds the office of president there are things we can do. How we handle our personal finances will be more of a guarantee for financial stability in the future. 


Family and Financial Planning

2 Jan 2021 -

Stresses on the family core can come in many forms, but money, as it turns out, can be one of the largest factors of all.


Small Business Hit Hard by the Pandemic

28 Dec 2020 -

Since the coronavirus showed up on the scene earlier this year things have become quite serious for many small business owners.


Retirement Planning Information

Best States to Retire in 2020

30 Dec 2020 -

The arrival of the coronavirus in the U.S. added several factors to consider if you are thinking about where you are going to retire. 


The Retirement Gender Gap

30 Nov 2020 -

While great strides have been made — and are still being made — toward gender equality, how does this translate into retirement planning?


Stimulus and Social Security

24 Nov 2020 -

The economic uncertainty we all faced this year has made many folks worry about their finances, and they’re searching for ways to improve their income. 


Women's Financial Literacy

Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family, and plan for retirement. Financial literacy guides financial decisions


Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family and plan for retirement. Making educated financial decisions is essential.


Budgeting: Men vs. Women

6 Aug 2018 -

It’s very interesting to see how men and women in America are budgeting and living across the gender gap.


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